How to set up Planned Budgets using the Import Tool

This tutorial outlines how to import planned budget data, future budgets or a scheduled budget into your Procurify account. Upon upload, this import will overwrite any existing planned budget with matching account code/location/department. If you would like to upload a new budget into Procurify, review How to Import Budgets.

Steps:

1. Download the template, available at the bottom of the following article, titled Planned Budget Import.csv

3. Copy the information from the exported fileand paste it within the Planned Budgets template. Note that you will not need to use all the columns data, only take the data you need to fill in on the importing template. Review the table below for a definition of each column and an example. Fill out the required columns and save the file to your computer. Ensure you input the Start and End date you wish to have for the budgeting period.

4. Select Settings → Import Data → Import CSV next to Budgets

5. Upload the file from your computer and select Import (Repeat steps for each future budget you plan on importing)

If there were any errors, make the required changes before re-uploading the CSV. You have successfully finished the import!